Next Era Legacy
INV-023
Keith Shoates
Student Freedom Initiative
Relationship owner
Rodney Williams
Investor segment
Introduction path
Track
Path
Contact
Not recorded
Fundraising stage
The current position of each investor from first outreach through documented commitment.
- 1No contactCurrent stage
- 2First email or text sentUpcoming
- 3First call heldUpcoming
- 4Ongoing dialogueUpcoming
- 5Teaser sentUpcoming
- 6NDA signedUpcoming
- 7Full deck presentedUpcoming
- 8Soft commitmentUpcoming
- 9Hard commitmentUpcoming
Funding
- Prior position
- —
- Soft commitment
- —
- Hard commitment
- —
Follow-up
- Effective status
- No contact
- Zoho touch status
- No contact
- Last dated touch
- —
- Next touch due
- Sep 8, 2026
Communication
- Ongoing emails
- —
- Ongoing calls
- —
- Zoho owner
- Eric Baker
Relationship path
Channel / path in
Introduction from Kedar Massenburg
Constraint / watch
Second hop. President & CEO of Student Freedom Initiative; at Vista Equity Partners since 2018 supporting Robert F. Smith directly.
Relationship basis and source
Relationship basis
List from Rodney Williams relayed by Bob Bush Jr., Sept 9, 2026; title verified Sept 9, 2026
Source reference
S-27
Milestones
First email or text
—
First call
—
Teaser sent
—
NDA signed
—
Deck presented
—